06 Aug
|
Roots Recruitment
|
Mumbai
06 Aug
Roots Recruitment
Mumbai
Role & responsibilities
- Build and maintain relationships with recent and existing clients.
- Understand clients' investment objectives and recommend suitable equity investment opportunities.
- Assist clients with opening trading and demat accounts.
- Generate leads through calls, referrals, and client interactions.
- Execute sales strategies to achieve individual business targets.
- Provide regular market updates and investment insights to clients.
- Coordinate with internal teams to ensure smooth client onboarding and servicing.
- Ensure compliance with company policies and regulatory guidelines.
📌 Equity Advisor (Mumbai)
🏢 Roots Recruitment
📍 Mumbai